Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.72K Sell
2025
Q2
$6.27K Sell
2025
Q1
$8.96K Buy
2024
Q4
$1.98K Sell
2024
Q3
$76.9K Buy
2024
Q2
$88.5K Buy
2024
Q1
$84.1K Buy
2023
Q4
$74.9K Sell
2023
Q3
$81.7K Sell
2023
Q2
$334K Sell
2023
Q1
$286K Buy
2022
Q4
$263K Buy
2022
Q3
$262K Buy
2022
Q2
$165K Buy
2022
Q1
$240K Hold
2021
Q4
$240K Buy
2021
Q3
$276K Buy